About Agile Wealth

Paul Monax, CFP®

Agile Wealth is the culmination of several aspects of my life all coming together to help you the Solopreneur/Freelancer/1099 or Small Business Owner plan for all the financial aspects of your life Today + Tomorrow.

★ Irregular/Variable Income
★ Cash Flow Management
★ Reserve Account Management for Personal and Business
★ Tax Strategies
★ Side Hustle
★ How All the Pieces Fit & Work Together

My backstory: I was a software engineer for 20+ years and I always seemed to want my own business, so I also had a couple of side hustles along the way. I moved into consulting as a software engineer with a couple of small boutique firms for a half dozen years and then I said goodbye to a steady consistent paycheck and launched my own solo software consulting company in 2005.

That inconsistency and unpredictability caused stress and friction at home, so I figured out how to smooth out the edges and turn that variability into something more stable for my family. That predictability enabled me to handle the monthly fluctuations plus create and fund future goals including a company retirement plan, travel, and more.

While talking to peers on consulting projects, other independent contractors & consultants, about what I had done, most were totally blown away and had no idea that what I had implemented was even possible.

Fast forward 9 years and I was looking for a career change. Those conversations bubbled to the surface and I decided to make a change to personal finance. After gaining experience at a big firm for 7 years it was again time to head out on my own.

I launched my own solo fee-only financial planning firm, Agile Wealth, LLC, in 2021. I then added the required education, plus passed a 6-hour exam, to become a CERTIFIED FINANCIAL PLANNER™ professional in 2023.

Knowing how stressful irregular/variable income can be and the friction it can cause at home, I now help Solopreneurs/Freelancers/1099 workers to smooth out your own financial lives for Today + Tomorrow.

Don’t stress over the unexpected.
Plan for it!

– Paul Monax, CFP®